Analysts at Bank of America and UBS advise investors to stick with AI hardware stocks despite a volatile July that briefly pushed chip stocks into a bear market. BofA says new open-source models like …
Moonshot AI's launch of Kimi K3 has revived debate over whether China can match US frontier AI performance despite limited access to advanced chips, with analysts warning that trillions of dollars in …
UBS's trading desk says the selloff in momentum stocks is nearing an end, creating an opportunity to buy artificial intelligence and semiconductor shares. Hedge funds have unwound long positions in mo…
AMD stock rose more than 3% on Monday after Rosenblatt and UBS raised their price targets and Microsoft announced it will use AMD's upcoming Helios rackscale AI platform for Azure workloads. Rosenblat…
UBS projects Micron Technology will generate over $400 billion in cumulative free cash flow between 2027 and 2029, driven by AI memory demand, enabling the company to repurchase more than 40% of its o…
ASML reported Q2 2026 net sales of €9.3 billion and net income of €2.9 billion, exceeding its own guidance, and raised its full-year outlook. The company plans to increase capacity for Low-NA EUV and …
Some investors are repositioning portfolios for a slowdown in hyperscaler spending growth, betting the near-trillion-dollar AI infrastructure boom may decelerate. UBS projects hyperscaler capex will r…
UBS raised its price target on NVIDIA to $275 from $245, maintaining a Buy rating, as the investment bank projects sustained demand for AI accelerators and data-center infrastructure. UBS forecasts gl…
Wall Street is scrutinizing the AI trade ahead of earnings season, with analysts watching for sustained spending and profitability. SK Hynix's strong Nasdaq debut underscores continued enthusiasm, but…
UBS's machine-learning 'Turbu-lens' market fragility index hit an all-time high of 0.8 in early June 2026, signaling conditions for a potentially severe market correction. The bank's framework, which …
MiniMax CEO Yan Junjie pledged to forgo his salary until the company achieves artificial general intelligence, while the Chinese AI firm seeks up to $2 billion in a discounted share sale after its sto…
More than 80% of economists surveyed by the National Association for Business Economics believe AI infrastructure buildout will be inflationary over the next year, as demand for materials like copper …
Goldman Sachs initiated coverage on Comfort Systems USA with a Buy rating and a $2,159 price target, citing the company's role in building AI data centers. The mechanical contractor's technology secto…
Micron Technology stock surged nearly 200% in 2026, driven by soaring demand for AI memory chips and the launch of tokenized versions of its stock on Ethereum and Solana. UBS analyst Timothy Arcuri ra…
Global memory chip sales hit a record $74.6 billion in July 2026, driven by surging AI demand for high-bandwidth memory, according to UBS. DRAM sales rose 27.7% to $48 billion, while NAND flash jumped…
Alibaba shares surged up to 13.8% in Hong Kong on Wednesday after UBS and Jefferies projected the company's June-quarter revenue growth would accelerate to 9%, driven by strong AI demand and narrowing…
Tether's AI research team argues that cloud-hosted AI systems force users to rent intelligence, creating availability bias, high costs, and data sovereignty risks. They advocate for local, edge-optimi…
UBS advises investors to buy SK Hynix's upcoming American Depositary Receipts on Nasdaq and sell its Korean-listed shares ahead of a historic $29 billion ADR launch on July 10, 2026. The Swiss bank ex…
Major global investment banks' average forecast for South Korea's 2026 economic growth reached 3 percent for the first time, driven by robust semiconductor exports amid the AI boom. Eight banks, inclu…
UBS raised its DRAM and NAND price forecasts, projecting DDR prices will jump 32% quarter-over-quarter in Q3 2026, nearly double its prior estimate, as AI infrastructure demand tightens memory supply.…